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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
201
C.M. Bidwell & Associates
Hawaii
$6.32M +$578K +36,138 +10%
MWM
202
MinichMacGregor Wealth Management
New York
$6.29M +$311K +19,410 +5%
SFWC
203
Strategic Family Wealth Counselors
New Jersey
$6.27M +$11.4K +714 +0.2%
KM
204
Kalos Management
Georgia
$6.22M +$1.26M +75,282 +25%
HFS
205
Hantz Financial Services
Michigan
$6.09M +$302K +18,894 +5%
BSW
206
Buckingham Strategic Wealth
Missouri
$6.07M +$522K +32,592 +9%
SAM
207
Sawgrass Asset Management
Florida
$6.05M -$192K -12,012 -3%
WCG
208
Wall Capital Group
Arizona
$5.92M +$536K +33,486 +10%
CFA
209
Carroll Financial Associates
North Carolina
$5.91M +$78.2K +4,884 +1%
BAMG
210
Brand Asset Management Group
Missouri
$5.83M +$86.5K +5,406 +2%
IWMA
211
Ironwood Wealth Management (Arizona)
Arizona
$5.82M -$640K -39,972 -10%
KOMWMG
212
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.81M +$4.65M +290,250 +398%
BIA
213
Bigelow Investment Advisors
Maine
$5.8M -$38.4K -2,400 -0.7%
NIM
214
Nicollet Investment Management
Minnesota
$5.77M – – –
Fidelity Investments
215
Fidelity Investments
Massachusetts
$5.69M +$806K +50,352 +17%
TSWM
216
Triangle Securities Wealth Management
North Carolina
$5.56M +$24.8K +1,548 +0.4%
BRWA
217
B. Riley Wealth Advisors
Florida
$5.48M +$2.1M +131,382 +62%
WOC
218
West Oak Capital
California
$5.36M -$64.8K -4,050 -1%
CA
219
Calton & Associates
Florida
$5.24M -$73.7K -4,602 -1%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$5.18M +$5.18M +323,748 New
DSA
221
Droms Strauss Advisors
Missouri
$5.16M -$104K -6,516 -2%
LPT
222
Legacy Private Trust
Wisconsin
$5.14M +$26.6K +1,662 +0.5%
US Bancorp
223
US Bancorp
Minnesota
$5.11M -$1.13M -70,314 -18%
PMG
224
ProVise Management Group
Florida
$5.07M +$606K +37,836 +14%
AA
225
Alesco Advisors
New York
$5.05M -$551K -34,434 -10%
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